February Update – Performance Improvements PLUS

February Update – Performance Improvements PLUS

Second February EQ Updates! MASSIVE PERFORMANCE UPDATE! EQ has been updated with MASSIVE performance updates in the 2 most needed parts of EQ. 1) Deleting Items – Deleting items is SIGNIFICANTLY FASTER now. You can delete 1 item, many selected items, an item...
February Update – Performance Improvements PLUS

Feb EQ Updates

February EQ Feature Updates! The following feature updates are now live in EQ. 1) Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn’t Change Major Feature! Now you can have your price LOCKED (either manually or via workflow step) so that the...
February Update – Performance Improvements PLUS

You Can Now Lock the Contract Price in EQ!

Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn’t Change MAJOR FEATURE! Now you can have your price LOCKED (either manually or via workflow step) so that the “Contract Price” won’t change, even if you make changes to the...
February Update – Performance Improvements PLUS

2nd Set of Aug Updates

The 2nd set of August EQ updates include revamped PO Reference Numbers, with additional suffix, an editable “taxable” flag on catalog items, and a text change on email footers.

4M Training FREE to EQ Users!

4M Training FREE to EQ Users!

4M Sales Training is now available as an online webinar course, AND it’s FREE to EQ Users! Click the link to get access to this most valuable training in the industry.

February Update – Performance Improvements PLUS

May 2023 EQ Feature Updates

New features and fixes in the May release include new columns that show “Rejected Quote Reasons/Comments”, “Supplier & Installer Types” and other miscellaneous features and fixes.

February Update – Performance Improvements PLUS

April New Features / Fixes

These are the new features and fixes for April. They include fixes to UDC Catalog editor, installation on line items, proposals and contracts, and more.

February Update – Performance Improvements PLUS

March New Features / Fixes

A large update was released in March, including new features like Color Proposals / Contracts, Automated SPA Numbers, Tasks Fixes and much more.

All About EQ Reports

All About EQ Reports

There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.

January 2023 EQ Updates

January 2023 EQ Updates

EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.

Catalog Switcher

Catalog Switcher

This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.

February Update – Performance Improvements PLUS

December 2022 EQ Updates

The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.

Creating Suppliers

Creating Suppliers

This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.

February Update – Performance Improvements PLUS

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

February Update – Performance Improvements PLUS

EQ Updates May 2022

2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.

Implementation Tools

Implementation Tools

This video shows you how to use the implementation documents throughout your go-live process.

February Update – Performance Improvements PLUS

MORE EQ Updates March 2022

The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.

February Update – Performance Improvements PLUS

EQ Updates March 2022

March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.

January 2023 EQ Updates

Performance Fixes Feb 2022

We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.